Add a Patient to the Pre-Reg Worklog
You can add a new worklog entry, or open one to view and update patient information details.
From the
Home
template, click the
Pre Reg
link.
On the
Pre-Reg Worklog
template, right-click in the grid and select
Add New
.
The
Coordinator Tasks
window opens.
Enter the patient information, provider, and referring provider details.
Select from the following:
Clinically Approved
Billing Approved
Appt Made
and
Appt.Dt.
Clinical 1 Complete
Clinical 2 Complete
Pre Registration Complete
Enter any
Notes
for other schedulers/coordinators.
Click
Save
.
Click
Close
to return to the
Pre-Reg Worklog
template.
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NextGen® Orthopedic Suite Help 80.2.14.0
View or Update a Worklog Entry
You can add a new worklog entry, or open one to view and update patient information details. From the Home template, click the Pre Reg link. Select a patient row, right-click, and select Open. The Coordinator Tasks window opens. Coordinator Tasks window Add or update any information as needed. Enter any Notes for other schedulers/coordinators. Click Save. Click Close to return to the Worklog. Parent topic: Pre-Registration Worklog
NextGen® Orthopedic Suite Help 80.2.14.0
Open a Patient’s Chart from the Worklog
You can open a patient’s chart from the Pre-Reg Worklog template. From the Home template, click the Pre Reg link. Select the patient in the grid. Open Chart link on the Pre-Registration Worklog template Click the Open Chart tab in the workflow tab. Parent topic: Pre-Registration Worklog
NextGen® Orthopedic Suite Help 80.2.14.0
Delete a Pre-Reg Worklog Entry
You can remove a patient from the Pre-Reg Worklog template. Select the patient in the grid, right click, and select Delete. Parent topic: Pre-Registration Worklog
NextGen® Orthopedic Suite Help 80.2.14.0
Pre-Registration Worklog
You can use the Pre-Reg Worklog system template is reference tool for the pre-registration staff. You must add patients manually to the worklog via the Pre Reg template. Users tracking clinical approval, billing approval, etc. can track this information and launch the patient's chart directly from this worklog. You can manually add a patient to the worklog or you can add them from the Pre Reg template. You can access the Pre-Reg Worklog template from the Pre Reg link on the Home template. Pre-Reg Worklog template View or Update a Worklog Entry Add a Patient to the Pre-Reg Worklog Delete a Pre-Reg Worklog Entry Open a Patient’s Chart from the Worklog Parent topic: Preregistration Workflow
NextGen® Orthopedic Suite Help 80.2.14.0
Preregistration of Patients
You can contact patients, and do the preregistration before their visit to the office. On the Pre Reg template, you can document the chief complaints, appointment details, patient demographics, and insurance details of a patient. You can also document additional details about the appointment, and generate letters for the preregistration of the patient. You can manually add the details of the preregistered patients to the Pre-Reg Worklog template by clicking the Scanned-Add to Worklog button. Pre Reg template The following table describes the panels on the Pre Reg template. Panel Description Appointment You can document the appointment details such as problem, provider, location, and appointment type. Demographic Information You can view the patient's demographic details documented in NextGen® Enterprise PM. You can also add additional details. Insurance Information You can view the insurance details documented on the encounter. Authorization You can document the appointment schedule of
NextGen® Orthopedic Suite Help 80.2.14.0
Preregistration Workflow
You can only initiate the preregistration workflow to document the details of the patient before their visit to the office. The preregistration workflow is to be performed before a patient visit the office. For example, a phone nurse contacts the patient to perform preregistration before the appointment. You can open the preregistration workflow templates using the Pre Reg link on the Home template. The following table describes the templates used in this workflow. Template Description Pre Reg To document the chief complaints, appointment details, patient demographics, and insurance details. You can also generate letters for preregistration of patients. Clinical Approval To document the clinical approval requirements. Billing Approval To document the billing approval requirements. Clinical 1 To document the details of providers, shared care facilities, and patient histories. Clinical 2 To document patient's family history, social history, and review of systems. Pre-Reg Worklog To track